ZapBooks AI is an AI-powered accounting automation platform for Indian businesses. It automates invoice processing, GST/TDS compliance, sales and purchase management, and syncs everything to Zoho Books in real-time. It combines AI extraction with human expert validation for 100% accuracy, and includes 6 AI capabilities: expense account suggestions, bulk approval, line item auto-fix, audit intelligence, itemization, and vendor matching.

How does ZapBooks AI process invoices?

ZapBooks AI processes invoices through an AI pipeline: (1) Upload invoices via dashboard, email, or WhatsApp, (2) AI extracts all data including vendor, amounts, line items, GST/TDS details, maps accounts, classifies taxes, and matches vendors, (3) Expert accountants validate every field for 100% accuracy, (4) Approved data syncs to Zoho Books in real-time.

How much does ZapBooks AI cost?

ZapBooks AI has 4 plans: Zap Trial (free for 30 days, up to 50 invoices), Zap Get (₹499/month, up to 100 invoices/month), Zap Set (₹999/month, up to 200 invoices/month), and Zap Go (₹1999/month, up to 500 invoices/month). No credit card required to start.

Does ZapBooks AI integrate with Zoho Books?

Yes, ZapBooks AI offers real-time integration with Zoho Books via secure OAuth 2.0 connection. It syncs 16+ data tables using Socket.IO with a live Real-Time Sync Dashboard for monitoring. It supports multi-organization accounts and maintains full audit trails.

Does ZapBooks AI integrate with Tally?

Yes. The ZapBooks Tally Connector is a local Windows desktop app that pushes your approved, GST-ready vouchers straight into Tally. It talks to Tally over Tally's local HTTP/XML interface on your own network, so your Tally data never leaves your premises. It pushes 8 voucher types — Sales, Purchase, Payment, Receipt, Journal, Contra, Credit Note, and Debit Note — and reads back reports like ledgers, trial balance, P&L, and balance sheet so you can verify entries. The connector syncs about every 60 seconds (plus a manual sync), with the same AI bill extraction, WhatsApp approval, and GST/TDS engine as the Zoho Books edition. Install the .exe, sign in or redeem a link code, and complete a 9-step setup wizard — no admin rights needed.

Can I send invoices to ZapBooks via WhatsApp?

Yes. ZapBooks AI supports full WhatsApp integration for both submission and approval. You can send sales invoices, purchase bills, vendor bills, and expense receipts as PDFs or photos directly to your ZapBooks WhatsApp number. AI extracts vendor details, amounts, GST, HSN codes, and line items, and creates the entry in your dashboard ready for review.

Can I approve expenses via WhatsApp?

Yes, ZapBooks AI features a WhatsApp Approval Workflow. Approvers receive formatted summaries on WhatsApp when expenses, bills, or reimbursements need review and can approve or reject them directly from the chat with a single reply. Approvers log in using their WhatsApp number — no email or password needed — making it easy to manage approvals on the go without a dashboard.

Does ZapBooks AI handle GST and TDS compliance?

Yes, ZapBooks AI has comprehensive tax compliance features. It auto-validates GSTIN numbers for all 28 Indian states and 8 UTs, calculates CGST/SGST/IGST based on location, tracks ITC eligibility, handles reverse charge mechanism, provides 40+ TDS codes with auto-suggest, and generates GSTR1/GSTR2 reports and Tax Summary reports.

What AI features does ZapBooks have?

ZapBooks AI has 6 AI capabilities: (1) AI Expense Account Suggestions that learn from your corrections over time, (2) AI Bulk Approval with confidence scoring and reasoning for each transaction, (3) AI Line Item Auto-Fix to correct incomplete or incorrect entries, (4) AI Audit Intelligence that flags deletions, amount changes, backdating, and sync failures with risk levels, (5) AI Itemization that converts natural language descriptions into structured line items, and (6) AI Vendor Matching using fuzzy name matching and GSTIN-based identification.

How does AI bulk approval work in ZapBooks?

AI Bulk Approval in ZapBooks analyzes multiple transactions simultaneously and provides a confidence score and reasoning for each one. It recommends approve or reject actions based on historical patterns, vendor data, and compliance rules. Approvers can review AI recommendations and process batches efficiently, dramatically reducing approval time.

Does ZapBooks support cost center tracking?

Yes, ZapBooks AI includes full Cost Center Management. You can create cost centers, assign them to expenses and transactions, and track spending by cost center. This helps businesses allocate costs to departments, projects, or locations for better financial visibility.

What is PII masking in ZapBooks?

PII (Personally Identifiable Information) Masking is a security feature in ZapBooks AI that protects sensitive data. It automatically masks confidential information like personal details and financial data when displayed to users who do not need access, ensuring data security and compliance with privacy requirements.

Does ZapBooks work offline?

Yes, ZapBooks AI is built as a Progressive Web App (PWA) with offline support. You can install it on your device and continue working even without an internet connection. Data syncs automatically when connectivity is restored.

How does real-time sync work in ZapBooks?

ZapBooks AI uses Socket.IO for real-time synchronization across 16+ data tables with Zoho Books. The Real-Time Sync Dashboard provides live monitoring of sync status, showing which tables are synced, pending, or have issues. This ensures your accounting data is always up to date across both platforms.

What user roles does ZapBooks support?

ZapBooks AI supports 4 user roles: Super Admin (manages accountants with company assignments), Admin/Accountant (full access to accounting features and validation), Approver (reviews and approves/rejects transactions via dashboard or WhatsApp), and Employee (submits expenses and invoices). Each role has a dedicated dashboard tailored to their responsibilities.

How does session-based access control work?

Session-Based Access Control in ZapBooks AI provides time-limited access for approvers and employees. When a session is granted, users can access their designated features for a set period. Once the session expires, access is automatically locked. This ensures security while allowing flexible, on-demand access without permanent credentials.

What reports does ZapBooks generate?

ZapBooks AI generates comprehensive reports including Profit & Loss (P&L), Balance Sheet, Cash Flow Statement, Trial Balance, GSTR1 and GSTR2 reports, Tax Summary, Expense Reports by cost center or category, and a full Audit Trail. All reports can be viewed in the dashboard and exported.

How does AI learn from my accounting data?

ZapBooks AI uses an Expense Account Suggestion system that learns from your corrections. When you change the account assigned by AI, the system remembers the correction and applies it to future similar transactions. Over time, the AI becomes increasingly accurate at categorizing your specific expenses, reducing manual corrections.

What is the AI audit intelligence feature?

AI Audit Intelligence in ZapBooks automatically flags suspicious activities and assigns risk levels. It monitors for deletions of records, unexpected amount changes, backdated entries, and sync failures. Each flagged item includes a risk level rating, making it easy for accountants to prioritize and investigate potential issues.

Can multiple accountants manage different companies?

Yes, ZapBooks AI supports multi-organization management. The Super Admin role can manage multiple accountants and assign them to specific companies. Each accountant sees only the companies assigned to them, with separate Zoho Books connections and data for each organization.

What tax compliance features does ZapBooks offer?

ZapBooks AI offers comprehensive tax compliance: GST support with CGST/SGST/IGST auto-calculation, GSTIN validation for all 28 Indian states and 8 UTs, ITC (Input Tax Credit) eligibility tracking, Reverse Charge Mechanism handling, TDS management with 40+ section codes, GSTR1/GSTR2 report generation, and Tax Summary reports. All tax data syncs to Zoho Books automatically.

What accounting modules does ZapBooks AI include?

ZapBooks AI includes a complete accounting suite: Sales Module (estimates, invoices, recurring invoices, credit notes, customer management with manual entry or GST certificate upload), Purchase Module (vendors auto-created from invoices, purchase bills, expenses, vendor debit notes, reimbursements), Chart of Accounts (account tree, TDS codes, ITC eligibility, reverse charge), Cost Center Management, Daily Spend Tracking, and GST/TDS Compliance — all synced to Zoho Books in real-time.

Can I forward invoices by email for processing?

Yes, ZapBooks AI supports email integration. Forward invoices and receipts to your dedicated ZapBooks email address. It handles PDF, image, and Excel attachments. AI extracts the data, maps accounts, classifies taxes, and matches vendors. Human validation ensures 100% accuracy before syncing to Zoho Books.

Is there a free trial available?

Yes, ZapBooks AI offers a free Zap Trial plan — 30 days with up to 50 invoices at no cost. No credit card required. Experience the full platform including all 6 AI features, WhatsApp approvals, email integration, GST/TDS compliance, sales and purchase modules, and Zoho Books real-time sync.

How accurate is ZapBooks AI?

ZapBooks AI achieves high accuracy with AI extraction, enhanced to 100% accuracy with human expert validation. Every invoice, bill, and expense is reviewed by trained accountants before finalization. The AI continuously improves through expense account learning, and the audit intelligence feature catches any anomalies.

Does ZapBooks AI support approval workflows?

Yes, ZapBooks AI provides multi-level approval workflows with AI Bulk Approval capabilities. Approvers can review transactions on the dashboard or approve/reject directly via WhatsApp. AI provides confidence scores and recommendations for each transaction. Session-based access control ensures approvers have secure, time-limited access.

Can ZapBooks AI handle sales invoices and estimates?

Yes, the Sales Module lets you create GST-compliant estimates, convert them to invoices with one click, manage customers (create manually or upload GST certificate to auto-extract details), issue credit notes, and set up recurring invoices. All sales data syncs to Zoho Books automatically.

How does ZapBooks AI automate invoice entry in Zoho Books?

ZapBooks AI captures invoices via dashboard upload, email, or WhatsApp. AI extracts all fields (vendor, amounts, GST, HSN codes, TDS), maps expense accounts using learned preferences, matches vendors using fuzzy and GSTIN-based matching, and auto-fixes line items. Human accountants validate before data syncs to Zoho Books in real-time with correct chart of accounts mapping.

How does ZapBooks AI compare to manual data entry?

ZapBooks AI processes invoices in 15-30 seconds vs 3-5 minutes for manual entry (10-12x faster). It includes 6 AI features that automate account mapping, vendor matching, and anomaly detection. Accuracy is 100% with human validation. It scales automatically without hiring, includes built-in GST/TDS compliance, and typically delivers 40-60% cost savings.

Does ZapBooks AI offer a partner program for CA firms?

Yes, ZapBooks AI has a partner program for CA firms offering revenue sharing, co-branded dashboards, volume discounts, dedicated support, and partner analytics. One CA firm partnership can bring dozens of their clients as users. Visit zapbooks.ai/partners to apply.

Is ZapBooks AI suitable for CA firms managing multiple clients?

Absolutely. ZapBooks AI is designed for CA firms with multi-client management from a single Super Admin dashboard, separate Zoho Books connections for each client, multi-GSTIN support, role-based access with company assignments, and session-based access control. CA firms can manage 20-50+ clients efficiently with AI-powered automation.

What is the unified activity log in ZapBooks?

The Unified Activity Log in ZapBooks AI provides a complete audit trail of all actions across the platform. Every creation, edit, deletion, approval, rejection, and sync event is recorded with timestamps and user details. Combined with AI Audit Intelligence, it gives full visibility into who did what and when, supporting compliance and accountability.

Can ZapBooks AI automate GST reconciliation?

Yes, ZapBooks AI automates GST reconciliation by matching your purchase records against GSTR-2A/2B data. It uses AI-powered fuzzy matching to handle vendor name variations and invoice number differences, categorizes mismatches, and generates action items — saving 10+ hours monthly per GSTIN.

TALLY CONNECTOR · SETUP GUIDE

Install & connect the Tally Connector

A self-serve, step-by-step guide. Download the Windows app, sign in or redeem a link code, and walk the 9-step wizard. ZapBooks then pushes your approved entries into Tally and reads back your reports to verify — all without your data ever leaving your network.

Download for Windows (v1.1.3)Read the steps

Windows 10/11 (64-bit)Per-user install · no admin14-day free trial — no cardData stays on your network

Start with the requirements

BEFORE YOU START

System requirements

Four things to have ready. If Tally is open and you have a ZapBooks login, you are good to go.

Windows 10 / 11 (64-bit)

The connector is a local Windows desktop app. It installs per-user with no admin rights required.

Tally running

Keep Tally open on the machine that holds your books. The connector talks to it over Tally's local HTTP/XML API.

Default port 9000

Tally listens on port 9000 by default. The connector auto-scans 9000–9010, so it finds Tally even if the port shifted.

A ZapBooks account

STEP 1 · INSTALL

Download & install in three clicks

No admin rights, no dependencies, no IT ticket. The whole install is a single signed .exe.

Download the installer

Grab the latest signed Windows installer — ZapBooks-Tally-Connector-Setup-1.1.3.exe. One file, no dependencies to chase.

Run the NSIS installer

Double-click the .exe. It installs per-user, so there is no admin prompt and nothing to approve with IT. Setup takes under a minute.

Launch to the system tray

The app starts minimized to the Windows system tray with a colour-coded status dot — green when Tally is connected, amber while syncing, red if it loses the link.

ZapBooks-Tally-Connector-Setup-1.1.3.exe

Windows 10/11 (64-bit) · NSIS installer · per-user, no admin

Download installer

STEP 2 · LINK & SET UP

Sign in, then walk the 9-step wizard

Sign in with your email and password — or redeem a 6-digit link code your admin generates in the dashboard (it expires after 15 minutes). From there the wizard handles everything.

Sign in with email & password

Already have a ZapBooks account? Enter your email and password in the connector and you are linked instantly.

Redeem a 6-digit link code

Your admin generates a 6-digit code in the ZapBooks dashboard and shares it with you. Type it into the connector within 15 minutes to link this machine — no password to pass around.

The 9-step Setup Wizard

Welcome & sign in

Sign in with your email and password, or redeem a 6-digit link code from your admin (valid for 15 minutes). The wizard then walks you through the rest.

Detect Tally + device fingerprint

The connector scans for a running Tally on ports 9000–9010 and captures a device fingerprint that uniquely binds this machine to your account.

Confirm license mode

Pick how your Tally is licensed — single license, multi-license across branches, or Tally hosted on cloud / RDP — so sync behaves correctly.

Register the connector

Register this machine as a connector against your ZapBooks workspace. It is fingerprinted, revocable, and tracked in the audit log.

Activate companies

ZapBooks discovers the companies open in Tally. Choose which ones to activate and map each to its ZapBooks workspace.

Confirm your admin profile

Verify your own details as the workspace administrator before you start inviting the rest of the team.

Invite approvers

Add the people who approve vouchers. Approvers sign off on entries on WhatsApp before anything is pushed into Tally.

Invite employees

Add the team members who capture bills and raise entries. Everyone gets their own login and role from the start.

4-test verification

A built-in check confirms everything works end to end: Tally Connection, Backend API, Ledger Sync, and Company Switch. Green across the board means you are live.

Step 9 runs four checks before you go live

Tally Connection

Tally responds on its XML port

Backend API

ZapBooks cloud is reachable and your token is valid

Ledger Sync

Ledgers pull cleanly from the active company

Company Switch

The active company matches what was discovered

THREE WAYS TO CONNECT

Point the connector at your Tally

Wherever Tally runs — your own server, Tally's official cloud, or a Gold remote office — there is one set of Connection settings to match it.

Own server / VPS

Tally on your own server

Tally Host

Server IP

Tally Port

9000

Install the connector on your PC

Enter your server's public IP and port 9000 in the connector's Settings.
Open port 9000 on the server firewall so the connector can reach Tally.
Best when you self-host Tally on AWS, Azure, or any VPS with a static IP.

Tally cloud access

Tally on Tally's official cloud

Tally Host

localhost

Tally Port

9000

Install the connector inside the VM

Open your Tally cloud VM over RDP and install the connector right next to Tally.
Host stays localhost and port stays 9000 — both run on the same machine.
Requires Tally Release 6.0 or newer. The connector then runs 24/7 in the cloud.

Tally.NET Gold remote

Remote access over Tally.NET

Tally Host

Office IP

Tally Port

9999

Install the connector on your PC

Enter your office's public IP and port 9999 in the connector's Settings.
Needs Tally Gold with an active Tally.NET (TSS) subscription.
Open port 9999 on the office firewall or router, with a static IP or domain.

ScenarioInstall connectorTally HostPort

Own server / VPSon your PCServer IP9000

Tally cloud accessinside the VMlocalhost9000

Tally.NET Gold remoteon your PCOffice IP9999

Your Tally data never leaves your network

The connector talks to Tally locally only — the ZapBooks cloud never connects to your Tally directly. The connector pushes your approved entries in and reads your reports back to verify, polling about every 60 seconds (plus a manual sync whenever you want one). Every connector is fingerprinted, revocable, and triple-audited.

Local-only connection to TallySingle-writer, no overwritesHardened, sandboxed desktop appRevocable, audited connectors

Ready to connect Tally?

Download the connector and start your 14-day free trial — no card. Most teams are pushing their first vouchers into Tally the same day.

Download for Windows (v1.1.3)Talk to us first